LionDesk V2 CRM Ideas Portal

When creating a filter for the dashboard allow "team sharing on" to be selected and turned on so that the number of contacts on the dashboard accounts for team members rather than requiring the user to click the filter and turn on team sharing in ...

Where in the portal do I find the number of campaigns that I have started or scheduled? Can this be added to the Dashboard as a reporting tool?

As a team leader I'm concerned about TEAM performance as well as my own. I like to see at a glance how things are progressing, whether they are entering they info into the CRM as requested etc.

Daily Vitals for web activity currently they are only visible for the owner of the contact. Make them visible for the assigned user as well. This way they don't have to click on the contact and see it within the event timeline.

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Be able to view 15 activities at once without scrolling on homepage under "Recent Activity"

V1 Had this capability, but it seems to have been lost with V2. When I have multiple tranactions, it is not efficient to go through each transaction daily to look for tasks that are due. I need a summary on the home page of ALL tasks due or overdue.

I don't like see the list and full email of what I send my database. It is so busy. Thanks Bessie